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Gemmer Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Gemmer Asset Management’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6
Closed – – 619
2022
Q1 		$0 Hold
6
– – ﹤0.01% 1267
2021
Q4 		$1K Hold
6
– – ﹤0.01% 1220
2021
Q3 		$1K Sell
6
-379
-98% -$40.3K ﹤0.01% 1240
2021
Q2 		$39K Sell
385
-123
-24% -$12.2K 0.01% 326
2021
Q1 		$47K Hold
508
– – 0.01% 261
2020
Q4 		$43K Sell
508
-763
-60% -$63.5K 0.01% 259
2020
Q3 		$101K Sell
1,271
-1,524
-55% -$123K 0.02% 124
2020
Q2 		$220K Buy
2,795
+625
+29% +$47.4K 0.05% 89
2020
Q1 		$151K Buy
2,170
+1,934
+819% +$171K 0.04% 94
2019
Q4 		$22K Buy
236
+7
+3% +$649 0.01% 374
2019
Q3 		$21K Buy
229
+20
+10% +$1.82K 0.01% 380
2019
Q2 		$18K Sell
209
-530
-72% -$46.4K ﹤0.01% 418
2019
Q1 		$64K Buy
739
+2
+0.3% +$165 0.02% 159
2018
Q4 		$55K Buy
737
+22
+3% +$1.73K 0.02% 164
2018
Q3 		$57K Buy
715
+2
+0.3% +$163 0.02% 164
2018
Q2 		$57K Buy
713
+532
+294% +$41K 0.02% 162
2018
Q1 		$14K Buy
181
+1
+0.6% +$76 ﹤0.01% 539
2017
Q4 		$15K Buy
180
+2
+1% +$162 0.01% 546
2017
Q3 		$14K Buy
178
+2
+1% +$161 0.01% 522
2017
Q2 		$14K Buy
176
+1
+0.6% +$80 0.01% 503
2017
Q1 		$14K Buy
+175
New +$13.7K 0.01% 504

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Gemmer Asset Management's IYR Position: Q2 2022 in Review

Gemmer Asset Management sold out of iShares US Real Estate ETF (IYR) in Q2 2022, closing a stake of 6 shares.

Gemmer Asset Management first reported a position in IYR in Q1 2017 and held it in 21 quarters. The position peaked at $220K in Q2 2020. 521 funds tracked by Wall St. Rank hold IYR as of Q2 2022.

  • Gemmer Asset Management reported no remaining iShares US Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Gemmer Asset Management sold 6 iShares US Real Estate ETF shares in Q2 2022.
  • Gemmer Asset Management first reported a position in iShares US Real Estate ETF in Q1 2017 and held it in 21 quarters.
  • Gemmer Asset Management's iShares US Real Estate ETF position peaked at $220K in Q2 2020.
  • 521 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.